- New Purchases: LYFT, COST, GOOGL, BYND, UBER, GOOG, VIPS,
- Added Positions: AAPL, PDD, TSM, TAL, GSX, NXPI, MSFT, AMZN,
- Reduced Positions: ESTC, AMD, BABA, MDB, TCOM, ASML, EDU, MXL, ZTO,
- Sold Out: EL, SNPS, WDC, SINA, FB, TTD, LRCX, CDNS, AMAT, CREE, ALGN, LITE, ZEN, AYX, TWLO, COHR, ROG, DXCM, STM, ANET, KEYS, SLAB,
For the details of Tairen Capital Ltd's stock buys and sells, go to https://www.gurufocus.com/guru/tairen+capital+ltd/current-portfolio/portfolio
These are the top 5 holdings of Tairen Capital Ltd- Taiwan Semiconductor Manufacturing Co Ltd (TSM) - 1,608,436 shares, 14.38% of the total portfolio. Shares added by 72.49%
- New Oriental Education & Technology Group Inc (EDU) - 718,346 shares, 13.40% of the total portfolio. Shares reduced by 11.75%
- Alibaba Group Holding Ltd (BABA) - 346,492 shares, 11.30% of the total portfolio. Shares reduced by 23.79%
- Apple Inc (AAPL) - 243,739 shares, 11.01% of the total portfolio. Shares added by 731.85%
- ZTO Express (Cayman) Inc (ZTO) - 2,732,608 shares, 9.82% of the total portfolio. Shares reduced by 6.53%
Tairen Capital Ltd initiated holding in Lyft Inc. The purchase prices were between $37.7 and $49.37, with an estimated average price of $44.02. The stock is now traded at around $44.69. The impact to a portfolio due to this purchase was 2.48%. The holding were 374,231 shares as of .
New Purchase: Costco Wholesale Corp (COST)Tairen Capital Ltd initiated holding in Costco Wholesale Corp. The purchase prices were between $285.11 and $305.21, with an estimated average price of $297.42. The stock is now traded at around $318.31. The impact to a portfolio due to this purchase was 2.14%. The holding were 47,300 shares as of .
New Purchase: Alphabet Inc (GOOGL)Tairen Capital Ltd initiated holding in Alphabet Inc. The purchase prices were between $1177.92 and $1362.47, with an estimated average price of $1292.54. The stock is now traded at around $1518.73. The impact to a portfolio due to this purchase was 1.81%. The holding were 8,770 shares as of .
New Purchase: Beyond Meat Inc (BYND)Tairen Capital Ltd initiated holding in Beyond Meat Inc. The purchase prices were between $73.6 and $145.72, with an estimated average price of $91.53. The stock is now traded at around $116.22. The impact to a portfolio due to this purchase was 1.6%. The holding were 137,235 shares as of .
New Purchase: Uber Technologies Inc (UBER)Tairen Capital Ltd initiated holding in Uber Technologies Inc. The purchase prices were between $25.99 and $33.75, with an estimated average price of $29.68. The stock is now traded at around $39.66. The impact to a portfolio due to this purchase was 1.29%. The holding were 281,167 shares as of .
New Purchase: Alphabet Inc (GOOG)Tairen Capital Ltd initiated holding in Alphabet Inc. The purchase prices were between $1176.63 and $1361.17, with an estimated average price of $1293.04. The stock is now traded at around $1520.74. The impact to a portfolio due to this purchase was 1.07%. The holding were 5,200 shares as of .
Added: Apple Inc (AAPL)Tairen Capital Ltd added to a holding in Apple Inc by 731.85%. The purchase prices were between $218.96 and $293.65, with an estimated average price of $258.41. The stock is now traded at around $324.95. The impact to a portfolio due to this purchase was 9.69%. The holding were 243,739 shares as of .
Added: Pinduoduo Inc (PDD)Tairen Capital Ltd added to a holding in Pinduoduo Inc by 3108.94%. The purchase prices were between $31.25 and $43.53, with an estimated average price of $37.39. The stock is now traded at around $37.12. The impact to a portfolio due to this purchase was 9.04%. The holding were 1,604,468 shares as of .
Added: Taiwan Semiconductor Manufacturing Co Ltd (TSM)Tairen Capital Ltd added to a holding in Taiwan Semiconductor Manufacturing Co Ltd by 72.49%. The purchase prices were between $46.43 and $59.23, with an estimated average price of $53.22. The stock is now traded at around $58.19. The impact to a portfolio due to this purchase was 6.04%. The holding were 1,608,436 shares as of .
Added: TAL Education Group (TAL)Tairen Capital Ltd added to a holding in TAL Education Group by 350.79%. The purchase prices were between $33.71 and $48.49, with an estimated average price of $43.21. The stock is now traded at around $59.12. The impact to a portfolio due to this purchase was 4.17%. The holding were 723,281 shares as of .
Added: GSX Techedu Inc (GSX)Tairen Capital Ltd added to a holding in GSX Techedu Inc by 2459.31%. The purchase prices were between $13.88 and $22.03, with an estimated average price of $17.12. The stock is now traded at around $34.50. The impact to a portfolio due to this purchase was 3.41%. The holding were 1,056,356 shares as of .
Added: NXP Semiconductors NV (NXPI)Tairen Capital Ltd added to a holding in NXP Semiconductors NV by 1662.50%. The purchase prices were between $103.21 and $129.2, with an estimated average price of $116.4. The stock is now traded at around $137.08. The impact to a portfolio due to this purchase was 1.57%. The holding were 84,600 shares as of .
Sold Out: The Estee Lauder Companies Inc (EL)Tairen Capital Ltd sold out a holding in The Estee Lauder Companies Inc. The sale prices were between $181.75 and $207.95, with an estimated average price of $194.39.
Sold Out: Synopsys Inc (SNPS)Tairen Capital Ltd sold out a holding in Synopsys Inc. The sale prices were between $131.61 and $141.77, with an estimated average price of $137.28.
Sold Out: Western Digital Corp (WDC)Tairen Capital Ltd sold out a holding in Western Digital Corp. The sale prices were between $47.39 and $63.47, with an estimated average price of $55.17.
Sold Out: SINA Corp (SINA)Tairen Capital Ltd sold out a holding in SINA Corp. The sale prices were between $31.9 and $43.4, with an estimated average price of $38.31.
Sold Out: Facebook Inc (FB)Tairen Capital Ltd sold out a holding in Facebook Inc. The sale prices were between $174.6 and $208.1, with an estimated average price of $194.27.
Sold Out: The Trade Desk Inc (TTD)Tairen Capital Ltd sold out a holding in The Trade Desk Inc. The sale prices were between $183.99 and $273.51, with an estimated average price of $226.92.
Here is the complete portfolio of Tairen Capital Ltd. Also check out:
1. Tairen Capital Ltd's Undervalued Stocks
2. Tairen Capital Ltd's Top Growth Companies, and
3. Tairen Capital Ltd's High Yield stocks
4. Stocks that Tairen Capital Ltd keeps buying